Add it Once and maintain it forever in a much easier and simpler way
You can add the product details once here and fetch it anytime while creating a proposal, proforma invoice or invoice. You are having high flexibility for adding product with 2 tax rates based on your Country Standards, sub product under a main product, enable or disable a product, a detailed description of the product and many others.
Here are some of the primary features which will help you to simplify your Product / Service management
Sub Products
You can add multiple sub products under a primary product and can enable or disable them according to your business need. Even while fetching the data for creating the proposal, proforma invoice or invoice, it will show the primary product and then the sub product for easy understanding.
Product Groups
Maintain multiple product groups/categories for organizing your products in a structured way. You can also filter the list of products that belong to a particular category and export them into excel, pdf or print them.
Bulk Upload
Do you have existing products data managed in an excel or google sheets and need to organize and make use of the data with the help of Solid Performers, we are here to help. With Bulk upload, you can upload upto 5000 products in less than a minute. Just download the format, fill the data similar to the format and upload it online in the CRM.
Inventory Management
You can manage the stock of your products in a simple manner with easy to understand description for adding or deducting the inventory along with the date.
Kindly note that inventory management is not an automated tool as of now. You need to manually add and deduct inventory with reason for deduction.